smallcase: Stocks, ETFs, SIP 4+

smallcases are portfolios of stocks & ETFs based on themes and strategies.

These stock portfolios are created & managed by investment experts. Investing in smallcases is as easy as breathing; just choose your investment idea and let the experts do the hard work.

Get started with smallcase by connecting your demat account; choose from popular brokers like Kite by Zerodha, Groww, Upstox, and more.

With smallcase, get access to:

- 500+ expert-curated stock or ETF portfolios based on various themes and strategies; built for all your investment needs

- SEBI-registered investment experts; let them take care of your investments

- Long-term investment in stocks

- All stocks directly in your demat account

- Demat account with 15+ leading stock brokers in India, including Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL (Indiainfoline) Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, and Nuvama

- Investing a lump sum or start a SIP in stocks through a smallcase

- Timely rebalance updates (buy, sell and weightage change triggers for your stocks) from experts to update your portfolio over time depending on market movements and other factors

- Tracking the performance of your stock market investments against benchmark indices

- NO lock-in period or exit fees

- Insights on how investment experts form their decisions toward investments

Investing in expert-curated stock portfolios is super simple! All you have to do is -

- Install the app, connect your demat account
- Choose an investment idea you believe in
- Watchlist a smallcase in case you aren’t sure about investing and want to track the performance first
- Subscribe to a fee-based smallcase if you pick a smallcase with a research/advisory fee.
- There are free smallcases to choose from too.
- NO lock-in period
- NO exit charges

smallcase can help -

If you prefer stock portfolios over single stocks:
smallcases are readymade portfolios created by investment experts.

If you lack technical knowledge about the stock markets:
All smallcases are created by SEBI-registered investment experts who do the heavy lifting around research and technical analysis for you.

If you lack the time to monitor market movements and tackle volatility:
smallcases get periodically rebalanced by their managers. You can log in with your demat account (ex: Kite by Zerodha, Upstox, Groww, etc) and rebalance.

If you want to start an SIP in stocks:
SIP is a time-tested strategy for growing investments. smallcase lets you start a SIP into stock baskets, just like you would do with a mutual fund.

If you want to diversify your portfolio:
There are over 500 unique investment ideas to explore on smallcase. If you want to diversify your investments or just try out an investment idea, you can find a smallcase that fits your needs.

No lock-in period; you can withdraw your money at any time:
smallcases don’t have any lock-in period or exit charges. You can withdraw money to your bank account anytime you want by exiting a smallcase.

NOTE: Equity Investments are subject to market risk. Read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisors before investing. Representations are not indicative of future results. The quoted smallcases are exemplary and not recommendatory.